Employee Benefits Account Specialist

Employee Benefits Account Specialist job at Foundation Risk Partners in Columbia, MD, supporting Sales, Account Management and Underwriting with activities related to marketing, sales, and service of multiple client accounts.

Requirements

• Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols.
• Support the various pre-renewal/renewal/post-renewal and wellness activities.
• Coordinate data gathering for reporting efforts (analytical, compliance, etc.).
• Complete training/professional development to gain understanding of the industry and CSG.
• Gather all necessary data to fulfill our obligations (including the outreach to carriers and client to secure information)
• Supporting the team with the preparation, analysis and delivery of materials that makeup the deliverable (i.e. exhibits, reports and presentations)
• Completing/fulfilling assigned implementation tasks associated with client related projects
• Coordinating activities and successfully completing regulatory tasks (i.e. 5500’s, ACA and other notices/disclosures) throughout the year
• Prepare standard and ad-hoc reports (as needed)
• Tracking receipt of deliverables and update the Annual Action Plan to ensure both the accuracy and timeliness of materials
• Participating (whenever appropriate) in client meetings/presentations
• Prepare and review employee education and communication materials (i.e. Benefit Guides).
• Assist in the coordination Open Enrollment activities (includes conducting meetings).
• Maintain internal systems (i.e. BenfitPoint and Oracle) and client files in accordance with CSG’s data standards and filing requirements.
• Perform necessary steps (including timely follow-up) to help resolve client service or claim issues/inquiries and/or administrative concerns.
• Interact with carriers and vendors on behalf of the client and the team.

Benefits

• Medical
• Vision
• Dental
• 401(k) with company match
• Company paid life insurance
• STD
• LTD
• PTO policy starting at 18 days per year
• 10 paid holidays
• 2 floating holidays